Changelog

What it is

A read-only panel that shows an employee's flexitime one week at a time — what they worked against what they were contracted to work, how much their balance moved each day, and the running balance as it builds through the flexi period.

What it's for

Answering everyday flexitime questions without reading a dense clock card: "why is she two hours down this month?", "which day did he build that credit up?", "what did they carry in from last period?"

Managers get it for any employee they can open; employees get it for their own record through Self Service. Nothing on the panel can be edited — times, balances and adjustments are still maintained on their own screens.

Where to find it

1. Open the employee's record.

2. Go to the Flexitime tab.

3. Click Weekly Breakdown (top right, next to Refresh and Delete).

Employees reach the same button via Self Service on their own record. Unlike Refresh and Delete, Weekly Breakdown stays enabled there — it is read-only, so there is nothing to protect.

The Flexitime tab can be hidden per company. If you can't see it, that setting is why.

How to use it

The panel opens on the period and week containing today, so in normal use it lands where you want it without any navigation.

Worked vs Contracted shows the two headline figures day by day. Rest days show 00:00 contracted, so anything worked on them is pure credit.

Weekly Breakdown shows how the balance moved:

Everything is hours:minutes; rows that describe a change or a balance carry a + / − sign, green for credit and red for debit.

Worth knowing

Weeks run from the period start, not from Monday. Week 1 begins on the period's start date and each week is the next seven days — so a period starting on a Saturday has weeks running Saturday to Friday. This is deliberate: it makes each week exactly one seventh of the period so the daily balances add up cleanly. It also means the last week of a period is usually short (a 31-day period ends with a three-day Week 5).

A flexi holiday costs the employee nothing. Contracted goes up 8 hours and flexi holiday goes up 8 hours, so Flexi Today shows +00:00. That's correct, not a missing figure.

C/F and Adjustment belong to the whole period, not to a day — which is why they appear once at the period's start and are blank on every other week.

If it looks empty

"No flexitime data available for this period" means the employee has no flexi periods. They need a flexitime rule (Employee record → Additional info) and at least one period on the Flexitime tab before the panel has anything to show.

What it is

A company document — a site safety induction, an NDA, a fire-evacuation notice — can now be flagged so it appears on the new visitor registration screen in the Visitor App. The visitor must open, read and tick each flagged document before they can finish signing in.

What it's for

Making sure nobody gets on site without acknowledging your site rules, and keeping a record that they did. Chronicle stores which documents each visitor agreed to against that visitor's registration, so the acceptance is auditable after the fact.

If no documents are flagged, the section doesn't appear at all and visitors register exactly as before.

Where to find it

Settings → HR records → Company documents → Create company document.

The toggle is Require signature of this document on Visitor App. Two things control whether you see it:

Visitor module user is set per user under Settings → Organisation → Users and is limited by your licence. It can't be combined with other user types, so it's usually easier to do this step as a Super User than to convert your own admin account.

This is V2 only. The old (v1) Company documents screen has no visitor toggle — a document uploaded there will never reach the Visitor App.

How to use it

1. Click Create company document.

2. Enter a Description. This is the exact wording the visitor sees, so write it for them — "Site safety induction", not "SafetyDoc v3 FINAL".

3. Turn on Require signature of this document on Visitor App.

4. Click Upload Document and choose your file (max 6 MB).

The document saves the moment you pick the file — there is no Save button, and Cancel just closes the panel. Repeat for each document you want visitors to accept.

Two things will stop you: uploading before you've typed a description ("Please enter a description before uploading a document."), and a file over 6 MB.

What the visitor sees

On the new visitor registration screen, below the photo, a Required Documents section lists every flagged document as an unticked box with the description underlined beside it. Tapping the description opens the document to read — PDFs and images open in the app, other file types are handed to the device.

Every box must be ticked. If any is left, registration is blocked with "Please agree to all company documents."

Note the form validates in order — general details, then who they're visiting, then the photo, then the documents. A visitor with an incomplete form won't see the documents warning until everything above it is filled in.

Worth knowing

Documents can't be edited after creation. The grid has no edit action — the panel only ever opens for a new document. To change the description, swap the file, or turn the requirement on or off, you have to delete and recreate. Get it right first time.

A document a visitor has already accepted can't be deleted. Chronicle holds a permanent link between the visitor and the document, so the delete is rejected with "An error occurred while deleting." In practice a document that has been in use is there for good.

Every flagged document is mandatory. There's no way to offer one as optional reading. If you want visitors to be able to read something without being forced to accept it, don't flag it.

Only new registrations are affected. Visitors who registered before you added a document aren't asked to accept it retrospectively, and there's no re-acceptance cycle — a returning visitor accepts whatever is flagged at the moment they register.

What it is

A drag-and-drop board for allocating staff to shifts one day at a time. The left panel lists your people, the right panel shows a card per shift, and you drag a person onto a card to make that their scheduled shift for the day.

Every drag saves immediately — there is no Save button and no undo.

What it's for

Operations where the day's allocation is decided on the day — packing lines, cleaning teams, wards, depots. Roster patterns are still built the usual way; Daily Rota overrides them for the one day you're working on.

It answers "who's in today, who's spare, and who still needs a shift?" on one screen, instead of opening each employee in turn.

Where to find it

View → Daily Rota, below Pegboard in the left navigation. Two things must both be true before anyone sees it:

Super Users see the screen as soon as the company setting is on. If the setting is off, the DailyRota row is hidden from the user access table entirely — turn the setting on first, then grant the access.

How to use it

Pick the day with the date box, the ‹ / › arrows, or Today. The board re-reads statuses, assignments and counts for each new date.

Choose who to show. The Select Tags… box drives the left-hand list and offers only tags your account can access; it pre-selects the first tag on your list. Type into Search Employees… to narrow further.

The status filters add people rather than removing them. By default the list shows only people who are available. Each button pulls a group back in:

You can have any combination on at once. This is how you cover a gap — see who's on holiday or rest, and allocate them deliberately, with the colour coding following them onto the board.

Assign by dragging a row onto a shift card; you'll get "Shift saved successfully!". To do several at once, tick the rows and drag any one of them — the whole ticked group goes. Drag a name chip from card to card to move someone.

Remove with the ✕ on a name chip, or tick several chips and use the bin in the card header. Both ask for confirmation first.

Copy Setup / Paste Setup reuses a day's allocation: set the day up, click Copy Setup, navigate to the target day, click Paste Setup and confirm. The copy is held only while you stay on the screen.

Print PDF opens your browser's print dialog. The printout is the shift cards only, two per row, under "Staff Rota Daily Shift Allocation" with the full date — the toolbar and employee list are left out, and the status colours are kept.

Manage (above the grid) sets the board layout — drag rows to reorder, untick to hide a shift. Use – / + next to GRID for 1–6 columns.

Worth knowing

Removing someone does more than clear the tile. It deletes their scheduled shift for the day and the day's shift record, including any work record built on it. Clockings survive but are no longer attached to a shift. It's undoing the allocation, not tidying the display.

Assigning emails the employee if they have an email address on their record. Bulk-assigning ten people sends ten emails.

The tag filter deliberately doesn't touch the board. The cards always show every assignment for the day across all tags you can see, so you never lose sight of someone already allocated.

Shift order and hidden shifts are company-wide. Everyone using Daily Rota sees the arrangement you save, so agree it with colleagues first. Grid column count is personal and isn't remembered between visits.

One shift per person per day. Dropping someone on a second card moves them; it never duplicates them. If they already have a full- or half-day holiday booked, its duration is realigned to the contracted hours of the shift you assign.